See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,680 | $80,812-24.9% | $160,784-62.3% | $82,448-26.4% |
| Participation rate | 60.5% | 66.2%-5.7pp | 77.0%-16.4pp | 68.1%-7.5pp |
| Annual return | 18.99% | 100.59%-81.6pp | 1803.92%-1784.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,055 | $2,174-5.4% | $3,733-44.9% | $2,551-19.4% |
| Participant deferral / active EE | $2,921 | $4,335-32.6% | $6,293-53.6% | $4,139-29.4% |
| Admin fee / account holder | $2,891 | $7,695-62.4% | $9,717-70.2% | $7,234-60.0% |